BHP BHP GROUP LTD

Ownership history in STRATEGY ASSET MANAGERS LLC  ·  16 quarters on record

AI Ownership Summary

STRATEGY ASSET MANAGERS LLC reported BHP GROUP LTD (BHP) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.92% in 2023 Q4. The latest visible filing shows BHP at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STRATEGY ASSET MANAGERS LLC's position in BHP GROUP LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BHP was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STRATEGY ASSET MANAGERS LLC held BHP — position size vs. price
% of Fund (quarterly)    BHP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 118,357 +18,021 +18.0% 1.17% $7.1M 2026-02-11 $73.68
2025 Q3 ADDED 100,336 +1,816 +1.8% 1.01% $5.6M 2025-11-04 $53.39
2025 Q2 ADDED 98,520 +2,169 +2.3% 0.88% $4.7M 2025-08-07 $51.10
2025 Q1 REDUCED 96,351 -4,591 -4.5% 0.96% $4.7M 2025-05-09 $47.73
2024 Q4 ADDED 100,942 +143 +0.1% 0.96% $4.9M 2025-02-12 $48.70
2024 Q3 REDUCED 100,799 -28,516 -22.1% 1.20% $6.3M 2024-11-08 $53.06
2024 Q2 ADDED 129,315 +14,486 +12.6% 1.71% $7.7M 2024-08-02 $50.49
2024 Q1 REDUCED 114,829 -3,842 -3.2% 1.42% $6.6M 2024-04-25 $53.48
2023 Q4 REDUCED 118,671 -1,153 -1.0% 1.92% $8.1M 2024-02-12 $55.12
2023 Q3 REDUCED 119,824 -9,491 -7.3% 1.78% $6.8M 2023-11-13 $53.24
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STRATEGY ASSET MANAGERS LLC and BHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has STRATEGY ASSET MANAGERS LLC reported owning BHP?

STRATEGY ASSET MANAGERS LLC reported BHP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BHP position in STRATEGY ASSET MANAGERS LLC's portfolio?

The largest reported portfolio weight for BHP was 1.92% in 2023 Q4.

What is the latest reported BHP position on this page?

The most recent filing on this page is 2025 Q4, when STRATEGY ASSET MANAGERS LLC reported 118,357 shares, equal to 1.17% of portfolio, with an estimated market value of $7.1M.

What does the chart on this BHP ownership page compare?

The chart compares STRATEGY ASSET MANAGERS LLC's quarterly BHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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